ZWJ Investment Counsel
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ZWJ Investment Counsel’s Saia SAIA Stock Holding History

ZWJ Investment Counsel’s Portfolio SAIA Stock Details SAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.5M Buy
112,289
+8,884
+9% +$3.32M 1.16% 32
2026
Q2 		$43.5M Sell
103,405
-1,154
-1% -$507K 1.41% 25
2026
Q1 		$36.7M Buy
104,559
+2,011
+2% +$733K 1.32% 30
2025
Q4 		$33.5M Sell
102,548
-12,585
-11% -$3.8M 1.21% 30
2025
Q3 		$34.5M Sell
115,133
-3,287
-3% -$992K 1.22% 32
2025
Q2 		$32.4M Buy
118,420
+55,129
+87% +$15.7M 1.21% 34
2025
Q1 		$22.1M Buy
63,291
+3,421
+6% +$1.49M 0.9% 45
2024
Q4 		$27.3M Buy
59,870
+1,644
+3% +$813K 1.13% 37
2024
Q3 		$25.5M Buy
58,226
+5,172
+10% +$2.19M 1.04% 39
2024
Q2 		$25.2M Buy
53,054
+15,494
+41% +$7.22M 1.11% 36
2024
Q1 		$22M Buy
37,560
+2,039
+6% +$1.07M 1% 40
2023
Q4 		$15.6M Buy
35,521
+1,869
+6% +$755K 0.8% 43
2023
Q3 		$13.4M Sell
33,652
-1,746
-5% -$704K 0.74% 45
2023
Q2 		$12.1M Buy
35,398
+469
+1% +$136K 0.63% 47
2023
Q1 		$9.5M Buy
34,929
+1,782
+5% +$476K 0.52% 51
2022
Q4 		$6.95M Buy
33,147
+1,294
+4% +$282K 0.39% 59
2022
Q3 		$6.05M Buy
31,853
+7,851
+33% +$1.66M 0.38% 61
2022
Q2 		$4.51M Buy
+24,002
New +$4.82M 0.26% 62

Other funds holding SAIA

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

ZWJ Investment Counsel's SAIA Position: Q3 2026 in Review

ZWJ Investment Counsel increased its Saia (SAIA) stake by 8.6% in Q3 2026, buying an estimated $3.32M and bringing the position to 112,289 shares worth $37.5M. The position accounts for 1.16% of the portfolio, ranked #32.

ZWJ Investment Counsel first reported a position in SAIA in Q2 2022 and has held it in 18 quarters since. The position peaked at $43.5M in Q2 2026. 44 funds tracked by Wall St. Rank hold SAIA as of Q3 2026.

  • ZWJ Investment Counsel held 112,289 shares of Saia worth $37.5M as of Q3 2026.
  • ZWJ Investment Counsel bought 8,884 Saia shares in Q3 2026, an estimated $3.32M.
  • Saia made up 1.16% of ZWJ Investment Counsel's portfolio in Q3 2026, its #32 holding.
  • ZWJ Investment Counsel first reported a position in Saia in Q2 2022 and has held it in 18 quarters since.
  • ZWJ Investment Counsel's Saia position peaked at $43.5M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held Saia as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.